You'll require to supply a potential broker: Investment objectives. This may include earnings, development, capital preservation or speculation. Trading experience. The broker will need to know your understanding of investing, how long you've been trading stocks or choices, the number of trades you make annually and the size of your trades.Have on hand your liquid net worth (or investments easily sold for cash), annual earnings, overall net worth and employment info. The kinds of options you wish to trade. Based upon your responses, the broker typically assigns you a preliminary trading level (generally 1 to 4, though a 5th level is ending up being more typical) that is your secret to putting particular types of alternatives trades.